Tax Associate

4 days ago


Turtle Lake, Wisconsin, United States H&R Block Full time
About H&R Block

H&R Block is a leading provider of tax preparation and financial services. We believe in the power of people helping people, and our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.

Job Description

We are seeking a highly skilled Tax Associate to join our team. As a Tax Associate, you will be responsible for conducting tax interviews with clients, preparing complete and accurate tax returns, and generating business growth through the sale of additional products and services.

Responsibilities
  • Conduct tax interviews with clients face to face and through virtual tools
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
  • Support office priorities through teamwork and collaboration
Requirements
  • Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools video, phone and chat
  • Ability to effectively communicate in person, via phone and in writing
  • Must meet all other IRS and applicable state requirements
  • High school diploma / equivalent or higher
What We Offer
  • Employee Assistance Program with Health Advocate
  • Wellbeing program, BetterYou, to help you build healthy habits
  • Neurodiversity and caregiver support available to you and your family
  • Various discounts on everyday items and services
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
Why Work for H&R Block

We believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. Our work environment is recognized throughout the world on Best Companies lists, and we are committed to helping each other grow and support each other.

We are an equal opportunity employer and welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.


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